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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$90.1M
2
CIA
Capital Investment Advisors
Georgia
+$68M
3
CA
Clearstead Advisors
Ohio
+$32.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$26.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$130M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Bank of America
Bank of America
North Carolina
-$49.6M
4
BFS
Bard Financial Services
Connecticut
-$34.9M
5
Morgan Stanley
Morgan Stanley
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
801
Stonebridge Capital Advisors
Minnesota
$269K -$18.6K -162 -6%
CSIC
802
Clifford Swan Investment Counsel
California
$269K – – –
WA
803
Wealthstream Advisors
New York
$266K – – –
SIC
804
Salem Investment Counselors
North Carolina
$265K – – –
AFS
805
AFG Fiduciary Services
Massachusetts
$265K -$18.1K -159 -6%
VT
806
Vise Technologies
New York
$265K +$61.5K +535 +30%
HB
807
Horizon Bancorp
Indiana
$262K -$552K -4,802 -68%
IGGA
808
Iron Gate Global Advisors
Utah
$262K – – –
MPW
809
Monterey Private Wealth
California
$261K +$230 +2 +0.1%
IFWM
810
Institute for Wealth Management
Colorado
$261K -$23K -200 -8%
IAS
811
Insigneo Advisory Services
Florida
$261K +$7.36K +64 +3%
RWM
812
Revisor Wealth Management
Ohio
$261K -$205K -1,786 -44%
JCM
813
Janney Capital Management
Pennsylvania
$260K +$260K +2,257 New
MIM
814
MTM Investment Management
South Carolina
$259K – – –
CTWM
815
Cherry Tree Wealth Management
Minnesota
$258K – – –
JFG
816
JMG Financial Group
Illinois
$258K – – –
CGA
817
Crescent Grove Advisors
Illinois
$257K +$230 +2 +0.1%
HSA
818
HBK Sorce Advisory
Pennsylvania
$253K +$920 +8 +0.4%
NFP
819
Narus Financial Partners
Utah
$253K – – –
HCM
820
Hall Capital Management
Rhode Island
$253K – – –
BP
821
Ballentine Partners
Massachusetts
$250K +$17.3K +150 +7%
BIAS
822
Beacon Investment Advisory Services
New Jersey
$250K +$9.66K +84 +4%
LWA
823
LWS Wealth Advisors
New Jersey
$249K +$1.61K +14 +0.7%
BCP
824
Berkeley Capital Partners
Georgia
$249K -$3.57K -31 -1%
MFGM
825
Marshall Financial Group (Maryland)
Maryland
$245K – – –
31 32
33
34 35